Ep Wealth Advisors, LLC Ishares Trust Ishares 1 5 Year Transaction History

Ep Wealth Advisors, LLC

$14.6 Billion
Q2 2025

A detailed history of Ep Wealth Advisors, LLC transactions in Ishares Trust Ishares 1 5 Year stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 7,752,802 shares of IGSB stock, worth $410 Million. This represents 2.81% of its overall portfolio holdings.

Number of Shares

7,752,802

Previous 5,712,698 35.71%

Holding current value

$410 Million

Previous $299 Million 36.72%

% of portfolio

2.81%

Previous 2.5%

26 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 14, 2025	BUY	$51.68 - $52.76 $105 Million - $108 Million	2,040,104 Added 35.71%	7,752,802 $409 Million
Q1 2025 May 15, 2025	BUY	$51.52 - $52.37 $28.6 Million - $29 Million	554,630 Added 10.75%	5,712,698 $299 Million
Q4 2024 Feb 13, 2025	BUY	$51.54 - $52.55 $59.2 Million - $60.3 Million	1,147,985 Added 28.63%	5,158,068 $267 Million
Q3 2024 Nov 14, 2024	BUY	$51.02 - $52.74 $29.8 Million - $30.8 Million	583,497 Added 17.03%	4,010,083 $211 Million
Q2 2024 Aug 19, 2024	BUY	$50.64 - $51.3 $19.7 Million - $20 Million	389,768 Added 12.83%	3,426,586 $176 Million

Q1 2024 May 14, 2024	BUY	$50.95 - $51.48 $11.7 Million - $11.8 Million	229,157 Added 8.16%	3,036,818 $156 Million
Q4 2023 Feb 28, 2024	BUY	$49.4 - $51.28 $8.21 Million - $8.52 Million	166,130 Added 6.29%	2,807,661 $144 Million
Q3 2023 Nov 22, 2023	BUY	$49.74 - $50.37 $128 Million - $130 Million	2,575,070 Added 3874.56%	2,641,531 $132 Million
Q2 2023 Aug 14, 2023	BUY	$50.02 - $50.76 $3.23 Million - $3.28 Million	64,595 Added 3461.68%	66,461 $3.33 Million
Q1 2023 Jun 05, 2023	SELL	$49.56 - $50.75 $75.5 Million - $77.3 Million	-1,523,763 Reduced 99.88%	1,866 $94,000
Q4 2022 Jun 12, 2023	BUY	$48.63 - $50.19 $88.3 Million - $91.2 Million	1,816,349 Added 97339.17%	1,818,215 $90.6 Million
Q3 2022 Dec 02, 2022	BUY	$49.08 - $51.27 $10.2 Million - $10.7 Million	208,066 Added 15.79%	1,525,629 $75.2 Million
Q2 2022 Aug 11, 2022	BUY	$49.84 - $51.62 $21.9 Million - $22.7 Million	440,212 Added 50.18%	1,317,563 $66.6 Million
Q1 2022 May 20, 2022	BUY	$51.49 - $53.86 $24.7 Million - $25.8 Million	479,056 Added 120.28%	877,351 $45.4 Million
Q4 2021 Feb 17, 2022	BUY	$53.82 - $54.66 $7.82 Million - $7.94 Million	145,273 Added 57.42%	398,295 $21.5 Million
Q3 2021 Nov 23, 2021	BUY	$54.6 - $54.92 $13.7 Million - $13.8 Million	251,184 Added 13666.16%	253,022 $13.8 Million
Q3 2021 Nov 16, 2021	SELL	$54.6 - $54.92 $13.5 Million - $13.5 Million	-246,541 Reduced 99.26%	1,838 $13.8 Million
Q2 2021 Aug 24, 2021	BUY	$54.57 - $54.92 $508,865 - $512,129	9,325 Added 3.9%	248,379 $13.6 Million
Q1 2021 May 17, 2021	SELL	$54.5 - $55.17 $288 Million - $291 Million	-5,277,600 Reduced 95.67%	239,054 $13.1 Million
Q4 2020 Feb 18, 2021	BUY	$54.79 - $55.17 $24.9 Million - $25.1 Million	455,072 Added 8.99%	5,516,654 $304 Million
Q3 2020 Nov 17, 2020	BUY	$54.69 - $55.09 $25.7 Million - $25.9 Million	470,109 Added 10.24%	5,061,582 $278 Million
Q2 2020 Aug 14, 2020	BUY	$51.96 - $54.73 $14.6 Million - $15.3 Million	280,105 Added 6.5%	4,591,473 $251 Million
Q1 2020 May 18, 2020	BUY	$47.21 - $54.5 $17.4 Million - $20.1 Million	368,137 Added 9.34%	4,311,368 $226 Million
Q4 2019 Feb 14, 2020	BUY	$53.49 - $53.82 $32.3 Million - $32.5 Million	604,621 Added 18.11%	3,943,231 $211 Million
Q3 2019 Nov 18, 2019	BUY	$53.16 - $53.82 $82 Million - $83 Million	1,542,103 Added 85.84%	3,338,610 $179 Million
Q2 2019 Aug 27, 2019	BUY	$52.58 - $53.44 $94.5 Million - $96 Million	1,796,507 New	1,796,507 $96 Million

Others Institutions Holding IGSB

# of Institutions

1,093

Shares Held

314M

Call Options Held

10.2K

Put Options Held

View Full List

About ISHARES TRUST ISHARES 1-5 YEAR

Ticker IGSB
Sector ETFs
Industry ETFs

More about IGSB

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Ep Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Ep Wealth Advisors, LLC with notifications on news.

Account

Ep Wealth Advisors, LLC Ishares Trust Ishares 1 5 Year Transaction History